Gulf Intelligence Podcasts

The Daily Energy Markets Podcast continues to unpack US President Trump’s recent imposition of tariffs on Canada and Mexico. Was he bluffing on tariffs or did he win concessions? Listen in to hear views from Peter McGuire, CEO, XM Australia; Yesar Al-Maleki, Gulf Analyst, Middle East Economic Survey; and Clyde Russell, Asia Commodities & Energy Columnist, Thomson Reuters.

Do you expect Trump's Tariff war to disrupt oil supplies: YES or NO? Market experts and observers weighed in their views on US’ decision to impose 25% tariffs to Canada’s exports in the country. Hear from Omar Najia, Head of Trading (Derivatives), BB Energy; Rosemary Griffin, OPEC+ Lead Reporter, S&P Global Commodity Insights; and Anoop Singh, Global Head of Shipping Research, Oil Brokerage.

Why do the oil markets appear unconcerned about Trump's 25% tariffs due to land on Mexico & Canada Feb. 1st: 1. Because won't include oil; 2. Trade war won't last long; 3. Ample oil supply in the world; OR 4. None of the above? Andrew Laven, Managing Director, E-Cons; James McCallum, CEO & Chairman, Xergy Group & Professor of Energy, Strathclyde University; and Gaurav Sharma, UK-based Journalist and Energy Analyst, weighed in their views as the Daily Energy Markets Podcast wraps up this week.

TRUMP will have to choose between Lower FED rates or Higher Tariffs: Agree or Disagree? The Daily Energy Markets Podcast tries to make sense of US President Trump’s ‘wish’ list with leading energy markets analysts Jamal Qureshi, Managing Director, Analysis & Strategy, Petro-Logistics; Livia Gallarati, Senior Oil Markets Analyst, Energy Aspects; and Matthew Wright, Senior Freight Analyst, Kpler.

What will have the biggest impact on oil prices in Q1 – Trump 2.0; China's Stimulus; or Geopolitics? The Daily Energy Markets Podcast continues to unpack what is in store for 2025 with views from Libya by Mohamed Eljarh, Co-Founder, Libya Outlook for Research and Consulting; macroeconomics outlook from Bora Bariman, Managing Partner, Hormuz Straits Partnership; and oil producers’ investment direction from Salih Yilmaz, Senior Energy Equity Analyst, Bloomberg Intelligence.

Today’s Inquiry: Is "AI" deployment bullish or bearish for oil markets – bull, bear, or neutral? This and more in today’s Daily Energy Markets Podcast: outlook on EastMed gas from Dr. Charles Ellinas, CEO, Cyprus Natural Hydrocarbons Co. & Senior Fellow, Global Energy Center - Atlantic Council; views on Russian sanctions from Kate Dourian, FEI, MEES Contributing Editor &Non-Resident Fellow, The Arab Gulf States Institute in Washington; and comments about OPEC+ from Ali Al Riyami, Consultant & Former Director General of Marketing, Ministry of Energy & Minerals, Oman.

After ONE WEEK of Trump 2.0, will his policies be bullish or bearish for oil prices in 2025? The Daily Energy Markets Podcast 2025 kicks off today with outlook from Omar Najia, Head of Trading (Derivatives), BB Energy; Russell Robertson, Chief Commercial Officer, Gulf Mercantile Exchange; and Omar Al-Ubaydli, Director of Research, Bahrain Center for Strategic International & Energy Studies.

Exploring the evolving dynamics of US-LATAM energy trade, experts debate the potential impacts of Trump tariffs on key players like Venezuela and Mexico, and the rising influence of China in the region. Listen in to this panel session which unpacks the strategic shifts, energy opportunities, and geopolitical challenges shaping 2025. #EnergyTrade #USLatAm #GlobalOutlook2025

Experts unpack the global energy demand outlook for 2025, emphasizing key trends such as China's shifting dynamics, US recession risks, India's and Africa's emerging roles, and evolving oil demand trends. The discussion navigates macro uncertainties, policy impacts, and market shifts shaping the future.

This session explores key trends shaping the energy market, including robust non-OPEC supply growth, OPEC+ strategies amid oversupply, and geopolitical shifts like U.S.-Iran dynamics. Panelists also discuss China's evolving energy demand, the rise of U.S. LNG exports, and the potential impacts of energy transitions on Gulf producers.